180 WEALTH ADVISORS, LLC

Position in TFC — Truist Financial Corp

CIK 1730817 FEDERAL WAY, WA

Position in TFC

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$217,663

+$5,236 QoQ

Shares Held

4,369

-5.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#498

of 659 holders

Holding Since

Jun 2020

14 quarters on record

Voting authority Sole 37% Shared 0% None 63%

Financial Services · as of Jun 30, 2026

180 WEALTH ADVISORS, LLC holds $6,739,237 across 5 Banks - Regional names. TFC ranks #5 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	18,241	$4,491,299
2	EWBC	East West Bancorp Inc	10,149	$1,310,134
3	TSBK	Timberland Bancorp Inc	10,000	$448,100
4	USB	US Bancorp De	4,504	$272,041
5	TFC	Truist Financial Corp This page	4,369	$217,663

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$217,663	4,369	-5.5%	Shares	Sole	2026-07-07
2026-03-31	$212,427	4,621	+8.5%	Shares	Sole	2026-05-01
2025-12-31	$209,585	4,259	-32.2%	Shares	Sole	2026-01-09
2022-12-31	$270,142	6,278	-36.1%	Shares	Sole	2023-02-02
2022-09-30	$427,519	9,819	-2.6%	Shares	Sole	2022-10-12
2022-06-30	$477,952	10,077	+13.0%	Shares	Sole	2022-07-11
2022-03-31	$505,480	8,915	+0.8%	Shares	Sole	2022-04-22
2021-12-31	$518,050	8,848	-3.6%	Shares	Sole	2022-01-26
2021-09-30	$538,172	9,176	+1.1%	Shares	Sole	2021-10-28
2021-06-30	$503,940	9,080	+4.6%	Shares	Sole	2021-08-13
2021-03-31	$506,159	8,679	+4.3%	Shares	Sole	2021-05-25
2020-12-31	$399,017	8,325	+56.9%	Shares	Sole	2021-01-27
2020-09-30	$201,893	5,306	-10.6%	Shares	Sole	2020-10-23
2020-06-30	$222,746	5,932	—	Shares	Sole	2020-07-21
No filing history on record for this holder in this stock.